CapEx In India And Refractory Expansion Will Create Global Opportunities

Published
25 Jan 25
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
₹321.00
28.1% undervalued intrinsic discount
16 Aug
₹230.93
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1Y
-24.8%
7D
1.6%

Author's Valuation

₹321.0

28.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Increased 9.74%

The sharp increase in IFGL Refractories’ future P/E ratio alongside a significant decline in net profit margin suggests heightened investor optimism despite weaker profitability, leading to a revised consensus price target of ₹321.00. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter ended June 30, 2025.

Shared on01 May 25
Fair value Decreased 31%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 30%

AnalystConsensusTarget has decreased revenue growth from 17.6% to 13.1% and decreased future PE multiple from 21.7x to 12.8x.